Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVG (Eaton Vance Short Duration Diversified Income Closed Fund) | 1.12% | 7.15% | 12.60% | 5.21% | 5.99% | 4.63% | 5.76% | … | … |
Data as of 06/04/2026, Common starting date is 02/24/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVG (Eaton Vance Short Duration Diversified Income Closed Fund) | 02/24/2005 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.84 | 7.15 | 12.60 | 5.21 | 5.99 | 4.63 | 5.76 | … | … | 1.12 | 8.43 | 14.81 | 11.90 | -14.13 | 17.10 | -1.68 | 17.13 | -7.59 | 10.86 | 12.04 | 2.41 | -0.42 | -5.70 | 13.22 | 2.37 | 12.67 | 48.30 | -19.61 | -1.58 | 15.40 | -11.80 |
| Sharpe Ratio | NA | 0.85 | 0.95 | 0.27 | 0.35 | NA | NA | … | … | 0.61 | 0.51 | 1.22 | 0.61 | -0.93 | 2.02 | -0.07 | 2.33 | -1.16 | 1.58 | 1.39 | 0.26 | -0.07 | -0.56 | 1.32 | 0.21 | 1.10 | 2.84 | -0.55 | -0.39 | 1.59 | -1.64 |
| Standard Deviation(%) | NA | 8.50 | 10.95 | 12.27 | 13.13 | NA | NA | … | … | 9.83 | 10.98 | 9.21 | 13.56 | 16.79 | 8.45 | 27.63 | 6.72 | 7.73 | 6.49 | 8.53 | 9.12 | 6.18 | 10.15 | 10.04 | 10.94 | 11.46 | 16.94 | 37.18 | 12.23 | 7.57 | 9.76 |
| Draw Down(%) | NA | 5.03 | 8.24 | 23.33 | 32.75 | NA | NA | … | … | 5.03 | 8.24 | 3.55 | 8.78 | 23.33 | 6.77 | 32.75 | 4.08 | 10.36 | 3.91 | 5.58 | 9.63 | 6.35 | 12.67 | 7.62 | 10.54 | 7.05 | 13.80 | 36.70 | 16.50 | 3.33 | 16.28 |
| Yield(%) | 0.00 | 8.28 | 9.47 | 7.90 | 7.26 | 5.81 | 6.45 | … | … | 3.41 | 8.10 | 9.12 | 9.18 | 9.54 | 9.44 | 6.13 | 8.10 | 5.77 | 6.95 | 8.03 | 7.56 | 7.06 | 6.22 | 6.08 | 6.38 | 7.74 | 8.18 | 8.72 | 8.09 | 8.35 | 5.06 |
Data as of 06/04/2026, Common starting date is 02/24/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVG (Eaton Vance Short Duration Diversified Income Closed Fund) |
-3.67%
Nov 2005 – Nov 2008 |
0.56%
Sep 2017 – Sep 2022 |
1.81%
Sep 2012 – Sep 2022 |
3.57%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVG (Eaton Vance Short Duration Diversified Income Closed Fund) |
21.65%
Nov 2008 – Nov 2011 |
13.74%
Nov 2008 – Nov 2013 |
8.61%
Nov 2008 – Nov 2018 |
7.12%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison Chart